video1.0<iframe src="https://www.loom.com/embed/66a00c1265aa4c3db6d386ba8f7f5336" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/66a00c1265aa4c3db6d386ba8f7f5336-a9de589085a774dd.gif139.478In this video, I’ll guide you through the process of adding additional information to a paperless request when the requester notes are insufficient due to character limits. This is crucial for ensuring that our requests are processed correctly, especially when including client documentation like wire refund forms or proof of manager approvals. To get started, locate your submitted request from the Opportunity and navigate to the related tab. Please take a moment to follow along and ensure you understand how to enhance your requests effectively.